Oli Ric

22 posts

Oli Ric

Oli Ric

@facaithisyear

Katılım Mayıs 2025
8 Takip Edilen1 Takipçiler
Nick
Nick@nwy2211·
$OPTT So you’re on the verge of being delisted b/c you don’t believe the stock price can be above .25 @OceanPowerTech …care to elaborate? Would’ve been nice if you didn’t try & sneak this SEC document under shareholders noses. SMH - Here’s the link folks: sec.gov/comments/SR-NY…
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Palmer Luckey
Palmer Luckey@PalmerLuckey·
Anduril is so much cooler than people think Anduril is cool. You think Anduril is cool? Okay. Wait till you see the products we haven't even started to hint at. Half a dozen game-changers in their own right, each of which could easily be a $1B+ startup on their own.
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CMS Invests
CMS Invests@cmsinvests·
What stock is the next $SNDK?
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The Long Investor
The Long Investor@TheLongInvest·
He does have a point $MSFT is below its 200 WMA, a typically oversold state That is the equivalent of $GOOG going to $165 (now at $290) And $NVDA at $91 (now at $175) Why are people not stepping in to buy $MSFT now? It’s the same reason why people will struggle to add $GOOG below $200, even tho they love it right now You need to do what the masses can not do And that’s buy as a Contrarian
Autopilot@joinautopilot

Breaking: Cramer is publicly bullish on Microsoft $MSFT "what the heck is this stock doing down here"

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Federico Ferrari
Federico Ferrari@thisisfed·
$OPTT: This is literally their first real shot in 20 years of grinding. Don’t sleep on it.
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EDD
EDD@DaddyGavin2028·
Come on sell me your shares at .43 $optt I can wait
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EDD
EDD@DaddyGavin2028·
No one is adding $optt Till it starts to run. Ppl don’t learn
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EDD
EDD@DaddyGavin2028·
Betting large $optt Gets to $1 Mark this post
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bye bye doji
bye bye doji@byebyedoji_rotd·
it played out! even with the negative news and sentiment kinda surprised, wished i stuck to my convictions more and bought extra at $0.30 but i got distracted by the next shiny thing. lesson learned for sure and i believe this ticker can offer more upside and swing plays in the future hope everything is well joshua!
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bye bye doji
bye bye doji@byebyedoji_rotd·
$OPTT bang great month from $OPTT, found the bounce in the $0.30 range and ran up 130% so far retracement to $0.45-$0.50 likely after this run, it usually goes it waves but that would be the next place i look to long for the people who bought $0.30-$0.40, congrats on the 100% move. if i were you i would take some profits off the table because thats a banger do not sleep on horizontal support and resistance, oftentimes a simple layer of TA is enough for a trade. the low of the month was just below our green support line and a violent move up followed
bye bye doji tweet media
bye bye doji@byebyedoji_rotd

$OPTT approaching 52 week lows, i will be buying the dip heavily and watching for volume and a breakout of the $0.30-$0.40 range love this stock long term, excited for the chance to long it this low previous touches off $0.30 saw runs of 120%, 180%, and 480% all in relatively short periods of time i’m not saying we will see a rapid doubling back to $0.65 or more off these levels, but i would expect a run and the shortish term to be closer to $1.00 for about 200% i do not think anything has fundamentally changed here, its just reacting to the market wide sell off

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EDD
EDD@DaddyGavin2028·
@JayKwabenaStac $1 is my target. $4.50 is where I think they will dilute those 100mil new shares. Will crash back down to .50 very slowly
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EDD
EDD@DaddyGavin2028·
Last time they approved dilution was dec 20. A few days later it pump hard in order to them to dilute at the top. I am once again betting on a big move. The vote today on new dilution. Don’t get scared $optt Add a large chunk. No r/s threat here
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Dude$terDudeman2u
Dude$terDudeman2u@SSaunders2024·
The meeting is at 10am eastern standard time for all who are wondering. There was a vote on if there would be 100m shares added, which in my understanding, could dilute the share price
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Dude$terDudeman2u
Dude$terDudeman2u@SSaunders2024·
$OPTT has a share holders meeting coming up tomorrow. Why is no one saying a word about this
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Oli Ric retweetledi
Brian Lord
Brian Lord@BrianLord·
Interesting company. Although the cashflow lifecycle is concerning along with the cash burn. The cash flow cycle for $OPTT is currently the company's biggest risk factor. In financial terms, this is called the Cash Conversion Cycle (CCC), and for $OPTT, it is extremely long. Based on their most recent financial metrics (as of Jan 2026), the company has to fund operations for over 15 months before the cash from a new order actually hits their bank account. Here is the breakdown of the timeline from Order to Cash. 1. The "Valley of Death" Timeline The following timeline illustrates why a growing backlog ($15M) can actually be dangerous for cash flow in the short term. * Day 0: The Order (Backlog) * Event: They sign a contract (e.g., the DHS deal). * Cash Impact: $0. They usually do not receive massive upfront payments. The "Backlog" number goes up, but the bank account does not. * Day 1–45: Sourcing & Accounts Payable * Event: They order steel, sensors, batteries, and pay their engineers to design the system. * Cash Impact: Negative. They have to pay their own suppliers relatively quickly. * Metric: Days Payable Outstanding (DPO) ≈ 50 Days. This means $OPTT parts with its own cash about 7 weeks after buying materials. * Day 50–415: The Build & Hold (Inventory) * Event: The buoys or drones are built, tested, or sit in inventory waiting for deployment windows. * Cash Impact: Negative (Cash Trap). Capital is tied up in physical "stuff" sitting on the factory floor or in the warehouse. * Metric: Days Inventory Outstanding (DIO) ≈ 366 Days. On average, their inventory sits for a year before it is officially "sold" or deployed. * Day 416: Delivery & Invoicing * Event: The WAM-V or PowerBuoy is delivered to the Navy/DHS. * Cash Impact: None yet. They send an invoice, but the government does not pay instantly. * Day 417–558: Waiting for Payment (Receivables) * Event: The invoice sits in the government's "Accounts Payable" queue. * Cash Impact: Waiting. * Metric: Days Sales Outstanding (DSO) ≈ 142 Days. It takes them nearly 5 months to collect cash after they have done the work. 2. The Net Result: The 459-Day Gap When you do the math (Inventory Days + Receivable Days - Payable Days), $OPTT has a Cash Conversion Cycle of ~459 Days. * What this means: For every $1 they spend to build a buoy today, they won't see the profit (or the principal) back for 1.3 years. * The Trap: As they grow and sign more deals (like the $15M backlog), they have to spend more cash upfront to build those orders. If they don't have enough cash in the bank to survive the 459-day wait, they have to raise money (dilute shareholders) just to fulfill the orders they already won. 3. Can they fix this? There are two ways they are trying to shorten this cycle: * MaaS / RaaS Model: By leasing the buoys (Maritime-as-a-Service) rather than selling them, they get monthly recurring payments. This smooths out the cash flow but requires even more upfront capital to build the fleet initially. * Milestone Payments: For the DHS/Anduril contracts, they will likely negotiate "milestone payments" (e.g., getting paid 30% upon design review, 30% upon shipping) to prevent the cash hole from getting too deep. Summary The "Infrastructure" to build the units exists, but the financial infrastructure is strained. They currently have ~$11.7M in cash but burn ~$10M+ every 6 months. With a 15-month cash cycle, the math suggests they will need to execute perfectly on collections—or raise more capital—before that revenue circle completes.
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EDD
EDD@DaddyGavin2028·
All in $optt
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Oli Ric retweetledi
unusual_whales
unusual_whales@unusual_whales·
Tom Lee has said for investors to "follow the White House, not the market."
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Nicole Josephine
Nicole Josephine@PolarizingLit·
Sometimes normal people message me … idk what can I do but be myself $onds
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.@Bo0stdFX·
@byebyedoji_rotd Convertible notes holders are the ones benefiting from this stock shorting to hedge their notes, they are the ones calling the shots, the vote to increase share size is Hella bearish especially the price it's trading at, if it's over 5$ or 7$ would justify it, but not this price.
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bye bye doji
bye bye doji@byebyedoji_rotd·
$OPTT approaching 52 week lows, i will be buying the dip heavily and watching for volume and a breakout of the $0.30-$0.40 range love this stock long term, excited for the chance to long it this low previous touches off $0.30 saw runs of 120%, 180%, and 480% all in relatively short periods of time i’m not saying we will see a rapid doubling back to $0.65 or more off these levels, but i would expect a run and the shortish term to be closer to $1.00 for about 200% i do not think anything has fundamentally changed here, its just reacting to the market wide sell off
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Beach Trades
Beach Trades@beach_trades·
$OPTT some real Big Reason
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